
The Canadian Investor
599 episodes — Page 12 of 12

Ep 482020 U.S. election and a profitable marijuana play
We start the episode by talking about some recent headlines. We look at a profitable company that has exposure to the marijuana & cannabis space. Then we discuss what kind of impact the 2020 U.S. Election could have on your investment. To finish the episode, we bring back our Tip of the D’eh! Tickers of stocks discussed: GOOG, PYPL, MSFT, SQ, STZ, WEED.TO Twitter: @cdn_investing Getstockmarket.com --- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Ep 47MAGA, the trillion dollar club and should you buy BEP or BEPC
MAGA(Microsoft, Amazon, Google & Apple), the trillion dollar club! It’s not a political podcast and we’re not about to start a few weeks before the U.S. Election. In the episode, we list buckets of companies to look at by sector including some undervalued sectors such as oil and gas. Simon finishes the episode to answer questions we’ve been getting about BEP and BEPC. Tickers of stocks discussed : MSFT, AAPL, GOOG, AMZN, BEPC.TO, INE.TO, RNW.TO, BEP-UN.TO, FSLR, SIE.DE, VWDRY, AY, AQN.TO, BLDP.TO, XOM, CNR.TO, CP.TO, CSX, UNP, KMI, ENB.TO, CVX, SU.TO, TFII.TO, DSG.TO, KSX.TO Twitter: @cdn_investing Getstockmarket.com Brookfield tax information document: https://bep.brookfield.com/stock-and-distribution/tax-information --- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Ep 46Big Gains in Video Games
After a one week hiatus, we are back with a new episode of The Canadian Investor Podcast! In this longer than usual episode, we talk about the video game industry and where we think this long term trend is going. We finish the episode with a discussion on the canadian banking sector. Tickers of stocks discussed : TTWO, EA, MSFT, ATVI, U, NTDOY, SNE, NVDA, TCEHY, SE, AMZN, GOOG, FB, TD.TO, BNS.TO, LB.TO, CM.TO, RY.TO --- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Thinking rationally when investing
In this episode of the Canadian Investor Podcast we talk about how we stay rational when facing a volatile stock market and how we react when we see headlines or news affecting companies we own. Simon also answers a Pension and RRSP question from a listener.Tickers of stocks & ETF discussed : NKLA, NVEI.TO, ADSK, TCEHY--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

ETFs to consider and how to get some returns on your cash
In this episode of the Canadian Investor Podcast we discuss ETF ideas for your portfolio and we discuss some options for keeping cash on the sidelines.Tickers of stocks & ETF discussed : XIC.TO, VCN.TO, XUU.TO,VFV.TO, XEF.TO, VEE.TO, ZAG.TO, XAW.TO, VAB.TO, VGRO.TO, AAXN, CQQQ, BPE, IHAK, MTCH, ADSK--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

A look at our stock portfolio and watchlist
In this episode of the Canadian Investor Podcast we discuss some of our stock holdings and what companies we have on our watchlist.Tickers of stocks discussed : BAM-A.TO, BEP-UN.TO, BIPUN.TO, TDOC, PYPL, MA, V, ADSK, ROP, CSU.TO, SQ, BLK, MCO, X.TO, GOOG, AAPL, ATVI, TCEHY, ISRG, AAXN, PSCT--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Investing mistakes and investing checklist
In this episode of the Canadian Investor Podcast, we talk about some of the mistakes we’ve made when investing and what we’ve learned from those mistakes. We go through our investing checklist and what we look for before starting a position in a company.--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Berkshire’s recent moves and back to the basic with ratios
In this episode of the Canadian Investor Podcast, we discuss the recent movement in Berkshire Hathaway investment portfolio. We then talk about some of our own recent stock purchases. We finish the episode by discussing some commonly used metrics and ratios when investing in the stock market.Tickers of stocks discussed : LVGO, ENGH.TO, OTEX.TO, WFC, BAC, JPM, WSP.TO, DLR, ABX.TO, STOR, AMZN, AAPL, BRK-B--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Teladoc & Livongo merger, fraud and Canada’s best performing tech stocks
In this episode of The Canada Investor Podcast, Braden talks about some of the best performing tech stocks on the TSX since the beginning of the year. Simon then gives his thoughts on the Teladoc Health and Livongo Health merger. We finish the episode with a discussion on investing in China and Fraud. Tickers of stocks discussed : TDOC, LVGO, DCBO.TO, FD.V, REAL.TO, SHOP.TO, BLDP.TO, KXS.TO, ENGH.TO, MAXR.TO, DSG.TO--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Overlooked areas of the stock market with Andrew Sather
In this episode, we talked to Andrew Sather from The Investing for Beginners Podcast. During our discussion with Andrew, he explains how he started investing and how the history of the stock market helps him make portfolio decisions. He then talks about undervalued areas of the stock market that he is currently looking at.We hope that you enjoy the episode!Tickers of stocks discussed : UFPI, WHR, PHM, DHI, TOL--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Digital Realty, Enghouse and BEP stock split
We start the episode talking about Brookfield Renewable Partners recent stock split through BEPC. Simon then talks about Digital Realty Trust and Data Reits. Braden wraps up the episode by doing a deep dive into Enghouse System Limited.We hope that you enjoy the episode!Tickers of stocks discussed : BEP, BEP-UN.TO, BEPC.TO, BEPC, ENGH.TO, DLR, EQIX, COR, AMT--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Secular trends that provide long-term investing opportunities
In this episode we talk about trends that have significant tailwinds now and in the future. These trends can represent some interesting investing opportunities for those who have a long-term investing strategy. As you’ll see, some of these trends are extremely long-term and some of us might not even live to see their end-game. We hope that you enjoy the episode!Tickers of stocks discussed : V, MA, MELI, PYPL, SQ, TDOC, AMZN, AAPL, ISRG, ILMN, BMY, CRSP, NVTA, ATVI, TCEHY, SE, BKNG, LYV, DIS, SPCE, HEXO.TO, WEED.TO, APHA.TO, ACB.TO. CSU.TO, OTEX.TO, ENGH.TO, ROP, LMT--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Converting CAD to USD and stock options basics
In this episode Braden breaks down a low fee method to convert Canadian currency to U.S. Currency called Norbert’s Gambit. Simon explains the basics of call and put options. We finish the episode by discussing a recent decision from Simon to trim a position that has become a large part of his portfolio.Tickers of stocks discussed : TDOC--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Breaking down Brookfield Asset Management
In this episode we discuss Brookfield Asset Management (BAM) and its subsidiaries. BAM is one of the largest companies listed on the TSX and is a global force in the infrastructure, real estate, renewable power and asset management. Tickers of stocks discussed : BAM, BAM-A.TO, BEP, BEP-UN.TO, BIP, BIPC, BIP-UN.TO, BIPC.TO, BPY, BPY-UN.TO, BBU-UN.TO, BBU--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

H&R Reit and investing in oil and gas companies
In this episode we answer two more listener questions. We start the episode by discussing H&R Reit and if we think it is a good value play. We then talk about investing in the oil and gas market from a Canadian and Global perspective. We finish the episode by talking about the current state of the markets and highly speculative stocks.Enjoy the episode!Tickers of stocks discussed : HR-UN.TO, SU.TO, TRP.TO, RDS-B, TSLA, CHK, HSE.TO, ENB.TO, KMI--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Gold, Docebo and investing a lump sum for retirement
We start the episode by talking about gold and if we believe it's a good investment or not. We then jump into our mailbag and answer two listener questions. One is about a retirement scenario and investing a large sum of money and the other about Docebo. Docebo is a Learning Management System SaaS company that recently IPO’d on the Toronto Stock Exchange.Enjoy the episode!Tickers of stocks discussed : DCBO.TO--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Sell rules and Spotify
In this episode of the Canadian Investor Podcast we talk about a couple of stocks we recently sold and our sell rules. We finish the episode by talking about Spotify and its audio streaming platform.Tickers of stocks mentioned : BPY, BPY-UN.TO, BAM, BAM-A.TO, BEP, BEP-UN.TO, BIPC, BIP, BIPC.TO, BIP-UN.TO, NFI.TO, SPOT, BBU, BBU-UN.TO, AP-UN.TO--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

TCI Index update and backtest
Braden gives his thoughts on a few TCI Index picks and backtests vs. other indexes.--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Unveiling of The Canadian Investor Index
In this episode, we unveil The Canadian Investor Podcast Index (TCI Index). The stocks in the TCI index were provided by our listeners with a few picks from Braden and Simon. During this episode, we go over each stock and give our quick take on the company.Thank you to all of those who sent in stock picks for the index!--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

The Canadian Investor Podcast Index Announcement
The Canadian Investor Podcast Index. Listen for more information!--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Canada vs. U.S. Series - Let’s talk garbage!
In our second episode of our Canada vs. U.S. series we compare two waste collection companies. We discuss the dual listed Waste Connection and compare it to its big brother, the U.S. based Waste Management. We finish the episode with which company we each prefer.Enjoy the second installment of our Canada vs. U.S. series!Tickers of stocks mentioned : WCN, WCN.TO, WM--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Canada vs. U.S. Series - Dollarama and Dollar General
This is the first episode of our Canada vs. U.S. series. During this series, we will be comparing canadian companies to similar U.S. businesses. For our first episode, we compared the canadian low cost retailer Dollarama to Dollar General. We hope you enjoy our discussion on these two very similar companies.Tickers of stocks mentioned : DOL.TO, DG, FIVE--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 27 - Takeaways from the 2020 Berkshire Hathaway Annual Meeting
We start the episode by giving our thoughts on a listener's questions. During the rest of the episode we talk about what Warren Buffett had to say during the 2020 Berkshire Hathaway Annual Meeting that was held on May 2nd, 2020.Tickers of stocks mentioned : PINS, AC.TO, DAL, AAL, LUV, BRK-A, BRK-B--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 26 - Why free cash flow is so important and Cargojet
We start the episode by discussing the cash flow statement and why we think free cash flow is so important. We then talk about the Cargojet and provide our thoughts on it. We finish the episode with our Tip of the D’eh!Tickers of stocks mentioned : CJT.TO, CNR.TO, CP.TO. TFII.TO , XPO, CTC-A.TO, HD--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 25 - Food delivery, robo advisors and bonds
In this episode we discuss several topics. We start by discussing food delivery companies and robo advisors. In the second half of the episode we talk about bankruptcies, debt and bonds and finish the episode by talking about travel stocks as part of our Tip of the D’eh!Tickers of stocks & ETFs mentioned : GRUB, ZAG.TO, VAB.TO, XHY.TO, CCL--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 24 - Let’s talk Bitcoin with John Vallis from Bitcoin Rapid-Fire
In this episode of the Canadian Investor we interview our fellow Canadian John Vallis. John Vallis is the host of the Bitcoin Rapid-Fire Podcast and brings a wealth of knowledge when it comes to Bitcoin and monetary history. John talks about how and why he became interested in Bitcoin and answers our Bitcoin related questions.We hope you enjoy this interview with John!--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 23 - Interview with the Millionaire Teacher, Andrew Hallam
In this episode of the Canadian Investor we interview Andrew Hallam. Andrew is the author of the Millionaire Teacher, The nine Rules of Wealth you Should Have Learned in School. Andrew provides insights on his investing strategy, personal finances and other investing topics.We hope you enjoy this interview with Andrew!--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 22- Should you try to time the stock market?
In this episode we talk about market timing and if it’s something you should try to do when buying or selling stocks. We then move on to a listener question about 3 canadian companies and finish the episode with our Tip of the D’eh!Tickers of stocks mentioned : BBD-B.TO, MTY.TO, LNR.TO, MG.TO--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 21 - Books and movies while you’re stuck at home
If you’re stuck at home and don’t know what to do, don’t worry, we’ve got you covered! We talk about some of our favorite investing books, movies and tv shows. Tickers of stocks mentioned : LK, TDOC--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 20 - The Stars Group, NFI Group and withholding taxes
In this episode, we answer a listener question about withholding tax for canadian investors. We then discuss the company that owns PokerStars and NFI Group.Tickers of stocks mentioned : NFI.TO, TSGI.TO--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 19 - We Have Tech Companies in Canada too!
In this episode, we talk about canadian technology companies and more specifically the main holdings of the Blackrock XIT.TO ETF. We also discuss the recent economic stimulus announcements and finish the episode with our Tip of the D’eh!Tickers of stocks mentioned : MG.TO, GRT-UN.TO, SHOP.TO, CSU.TO, CGI.TO, OTEX.TO, BB.TO, ENGH.TO, LSPD.TO--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 18 - Should you Invest in Air Canada?
In this episode, we talk about Air Canada and if we think it’s a good investment with the stock being down 75% from its recent highs. We discuss the difference between an S&P 500 index fund and US total market index fund. We finish this episode with more talk about market volatility and our Tip of the D’eh!Tickers of stocks mentioned : CAE.TO, AC.TO, XUU.TO, VFV.TO, VUN.TO, XSP.TO--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 17 - Canadian Tire, REIT ETFs and More Stock Market Talk
In this episode, we discuss REIT ETFs and Canadian Tire . We also talk about the on-going market volatility and we finish the episode with our Tip of the D’eh!Tickers of stocks mentioned : MA, V, LULU, VRE.TO, CTC-A.TO, VNQ, USRT, CGX.TO, PSA, SRU-UN.TO, AP-UN.TO, REI-UN.TO, LYV--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 16 - Emergency episode - Bear Market Reality Check
On this special emergency episode, we talk about the biggest single day percentage drop since 1987. We also discuss what approach we are taking in this bear market and the importance of having a plan. Tickers of stocks mentioned : MA, MSFT, FLLA, FLIN, MKL, CNR.TO, SU.TO, IPL.TO--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 15 - Two Canadian Agriculture Stocks, Interest Rate Cuts and more!
This week on The Canadian Investor Simon and Braden discuss Nutrien and AG Growth International. We also discuss the recent interest rate cuts from the Fed and the Bank of Canada. As always, we finish the episode with our Tip of the D’eh!Tickers of stocks mentioned : NTR.TO, AFN.TO, CWW.TO, ALA.TO, TD.TO, GFL.TO--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 14 - Two Wonderful Businesses and More Market Volatility
This week on The Canadian Investor Simon and Braden talk about payment processing companies and discuss the recent market volatility. We finish the episode with our Tip of the D’eh!Tickers of stocks mentioned : V, MA, PYPL, SQ, TCEHY, BABA, MELI, STNE, CSU.TO, DSG.TO, ENGH.TO, OTEX.TO, CNR.TO, LULU, AMZN, GOOG, FBhttps://www.stratosphereinvesting.com/blog-2/4-top-tsx-software-companies-producing-free-cash-flow-right-now--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 13 - What impact could the Coronavirus have on your portfolio?
This week on The Canadian Investor Simon and Braden talk about the impact the Coronavirus could have on some sectors and companies. We finish the episode with our Tip of the D’eh!Tickers of stocks mentioned : AAPL, AC.TO, TDOC, CCL, RCL, NCLH, DIS, EXPE, BKNG, TSLA, SPCE, BCE.TO, SJR-B.TO, T.TO, RCI-B.TO, CAR-UN.TO, AQN.TO, JD, BABA--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 12 - Let's talk about market caps!
This week on The Canadian Investor Simon and Braden talk about the different categories of market caps and if you should trim a winning position when it is becoming a big portion of your portfolio. We finish the episode with our Tip of the D’eh! Tickers of stocks mentioned : FRII.TO, PFB.TO, TFI.TO, EQB.TO, ENB.TO, TD.TO, RY.TO, GOOG, APPL, BEP-UN.TO, GOOS.TO, TERP, CNR.TO, BNS.TO, OTEX.TO, WSP.TO, CSU.TO, AMZN--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 11 - Is Tesla's stock in bubble territory?
This week on The Canadian Investor Podcast we give our thoughts on Tesla’s incredible run in price in the past few months. We also talk about catching up on your TFSA contribution room and we finish our discussion with another Tip of the D’eh! Tickers of stock mentioned: TSLA--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 10 - Buy Quality Businesses - Interview with Barry Schwartz
Barry Schwartz is the Chief Investment Officer at Baskin Wealth Management. He is regularly featured on BNN Bloomberg's Market Call segment.--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 9 - Value vs. Growth Investing and Lululemon
This week on The Canadian Investor Podcast we compare value and growth investing and how both approaches differ from each other. We then talk about lululemon and we finish the episode with another Tip of the D’eh! Tickers of stocks mentioned : LULU--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 8 - Canada Goose and Two Stocks to Put on Your 2020 Watchlist
This week on The Canadian Investor Podcast we discuss two stocks to add to your 2020 watchlist. We then talk about Canada Goose and we finish the episode with another Tip of the D’eh! Tickers of stocks mentioned : BAM-A.TO, GOOS.TO, ETSY, CHR.TO, CJR-B.TO--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 7 - Income Statement, Adobe, HEXO and the Canadian Marijuana Market
This week on The Canadian Investor Podcast we talk about what we look at when reviewing an income statement. We then discuss HEXO and the canadian marijuana market followed by the software giant Adobe. We finish the episode with another Tip of the D’eh!--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 6 - Balance Sheet, GameStop and Investing a Significant Amount of Money
This week on The Canadian Investor Simon and Braden answer a question from a listener and talk about balance sheet ratios with examples such as GameStop. We finish the episode with a quick Tip of the D’eh! Tickers of companies mentioned : APPL, MSFT, ENGH.TO, GME, ENB.TO, FB--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 5 - Personal debt and bold predictions for 2020
In this episode we discuss if you should be investing when you have personal debt. We also make some bold predictions for 2020 on Apple, Freshii, SNC Lavalin, the marijuana industry and the stock market. Tickers of companies discussed : APPL, SNC.TO, FRII.TO, APHA.TO, WEED.TO, HEXO.TO, ACB.TO.--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 4 - Shopify, DRIPS and compound interest
In this episode we talk about the Canadian Dividend Reinvestment Plans (DRIPs) and Shopify’s business and valuation. We also provide a few realistic examples of what compounding can do for you in the long term. Tickers of companies discussed : SHOP.TO--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 3 - Great companies that are overvalued
In this episode, we each selected 3 companies that we love but that we think are currently overvalued. Tickers of companies discussed : BIP-UN.TO, PLC.TO, V, CSU.TO, WCN.TO, WSP.TO--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 2 - Self-directed accounts, ETFs, Uber and Dollarama
In this episode we talk about opening a self-directed account. We also explain how ETFs works, what to look for when considering an ETF and some ETFs to get started with. We finish with a discussion on Uber Technologies ticker:UBER and Dollarama ticket DOL.TO .--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

Episode 1 - Registered accounts and CN Rail
In this episode we go over the types of Canadian registered accounts. In the 2nd part of the episode we discuss Canadian National Rail ticker CNR.TO / CNI--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.